DB
DB

Daniel Michael Bonkoski

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

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Location

1830 W Fulton Street, Suite 100, Rapid City, SD, 57702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative at AdvisorNet Wealth Partners and a financial consultant at Financial Consultants of Rapid City, dedicating full-time hours to these roles. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Advisornet Wealth Partners
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Denver Wealth Management, INC.
April 2019 - June 2023 · 4 yrs 2 mos
LPL Financial LLCBroker
August 2015 - June 2023 · 7 yrs 10 mos
Colorado Financial Service CorporationBroker
March 2015 - August 2015 · 5 mos
Charles Schwab & CO., INC.Broker
December 2008 - May 2013 · 4 yrs 5 mos
State Registrations1 state
SD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.